Squared Away Partners LLC401(k)

Squared Away Partners LLC reported $2,896 in plan administrative expenses for 2023: 0.50% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.13% to 0.50%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in North Carolina (1,902nd of 2,005), and 3,108th of 3,341 in other services. In 2023, employees put in $1.49 for every $1.00 the employer contributed.